Revenue CRM

From what goes wrong on the ground to the screen that fixes it

One real problem from small-company sales and operations at a time, and the exact screen and button in Revenue CRM that removes it, written from eight years of CRM implementation work.

The work of entering data

Business cards, handwritten notes, calls, chat. Records that get kept without a person typing them in.

The work of entering data The business cards stay in the drawer, and then the rep leaves Exchanged business cards pile up in a personal drawer, and when the rep changes, the relationship leaves with them Scan a card

The work of setting up

No more starting from an empty CRM. Industry presets and a way to pick automations without guessing.

The work of setting up Handed 175 automations, and unable to turn on a single one Faced with the automation library, the admin cannot tell what their business needs, so they either stay at zero or turn everything on and then turn everything off Diagnose which automations to turn on

The work of running it

Reminders, assignments, checking where deals stand. Keeping it running without a dedicated operator.

The work of running it "Waiting on the customer" for three months, and nobody is looking Deals that are genuinely waiting on the customer and deals a rep has let go quiet sit in the same stage, so neglected deals become invisible Waiting on customer / Pipeline review / Deal stall alert

For the structural "why" behind these problems, see media.consilegy.com